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Dharmendra KaramchandaniDharmendra Karamchandani 

Reports & Dashboards Specialist superbadge step 5

Hi, 

Can anyone please help me regarding the following problem:

User-added image

Do we have to use custom report type or not, if yes how we have to create that.
How we have to create Total Opp value, Open Opp value, % Open Opp?

Please share your ideas.

Thanks!

NagendraNagendra (Salesforce Developers) 
Hi Dharmendra,

Please find the below tips which should probably help you pass the challenge.

1. Don't use a custom report type, use Account & Contacts 
2. I didn't need to limit the data set to the records imported 
3. % of Open opps can simply be Open  Ops / Total Ops 
4. Don't worry about "Error's" in the % of Open Opps field it will still pass if some rows display "Error" 
5. Summary report by Account Value then Account Name 
6. You should have also created two roll up fields on Account to summarise the Opp data as per the instructions 

My version that worked 
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Please let us know if this helps.

Kindly mark this as solved if the information was helpful.

Thanks,
Nagendra